What were the proceeds from your sale of the 60 shares

Q: Compute the total and annual returns on the following investment. Seventeen years after purchasing…

A: The total return of a mutual fund is the return it provides over the total period of the…

Q: If $7,000 had been invested in a certain investment fund on September 30, 2008, it would have been…

A: Invested Amount = $7,000 Investment Date = September 30, 2008 Maturity Date = September 30, 2018…

Q: You invested money in two funds. Last​ year, the first fund paid a dividend of​ 9% and the second a…

A: As per Bartleby honor code, when multiple questions are aksed, the expert is required only to solve…

Q: Stan invested in the Great Growth mutual fund 5 years ago. His returns were 50%, -20%, 10%, 0% and…

A: The Geometric Average Return is a rate of return that is calculated by taking the product of all…

Q: I bought 750 shared for $20.75 a share. At the end of the year I received income dividends of…

A: Individuals, companies, and firms all make investments for the return for a specific time period,…

Q: ws the following returns:                   2010 8%     2013 -7%     2011 2%     2014 3%     2012…

A: Different ways are available for the measurement of the financial performance and determine any…

Q: ↑ Sixteen years after purchasing shares in a mutual fund for $6000, the shares are sold for $11,100.…

A: Initial investment = $6,000Final sales price =  $11,100Number of years = 16 years

Q: A good stockdash–based mutual fund should earn at least 5% per year over a long period of time.…

A: Future value refers to the compounded value of the future cash flow.

Q: You invest $100,000 in a hedge fund with a 2/20 fee structure. For the next 3 years, the hedge fund…

A: A hedge fund is a particular kind of investment fund that collects money from numerous investors and…

Q: Elise is adapting the cost averaging in investment. He decided to invest in a mutual fund for 6…

A: In the given problem we need to compute the price of mutual fund units every month, then basis that…

Q: that he exits the investment at the current offer price of $8.50 and a NAV $8.70 per unit? Select…

A: NAV is net asset value and is small unit of mutual funds that are available in the market for buying…

Q: Only on Excel. You purchased $10,000 worth of Chan’s Midcap Value Fund at $23.5 NAV. The fund is a…

A: The rate of return is the percentage of gain or loss one gets from the investment made. This gain…

Q: portfolio value). The fund's fee structure has a high watermark feature. What are the total fees you…

A: A hedge fund is a type of investment fund that pools money from multiple investors and employs…

Q: Question 10 Levi has $32,000 invested in his favorite mutual fund which earns 12.0% per year. If he…

A: The future value can be calculated byThe future value of annuity can be calculated by

Q: You invest $100,000 in a hedge fund with a 2/20 fee structure. For the next 3 years, the hedge fund…

A: Hedge funds are often managed by qualified portfolio managers or investment advisors who employ a…

Q: Five years​ ago, you invested in the Future Investco Mutual Fund by purchasing 1,100shares of the…

A: Solution:- Compound rate of return means the annual rate of return earned. We know, amount at…

Q: Compute the total and annual returns on the following investmen Six years after purchasing shares in…

A: Initial value=$7,800 Final value of investment=$11,400 Time period=6years Required: Total return=?…

Q: You invested in the no load Best Mutual Fund one year ago by purchasing 700 sha Today, the NAV is…

A: Holding period return refers to the return that is earned by the investors from the assets that are…

Q: You purchase 100 shares of a no-load mutual fund for $100 per share and sold the shares for $120 per…

A: Percentage return on the investment is the rate of return on the investment. Following is the…

Q: Bella bought 50 shares of a mutual fund with a NAV of $11.98. The fund also has a front-end load…

A: Understanding the TermsNAV (Net Asset Value): The value of one share of the mutual fund.Front-end…

Q: Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,400 shares of the…

A: Number of shares purchased = 1,400Net asset value per share = $18.99Number of shares sold =…

Q: A year ago, an investor bought 600 shares of a mutual fund at $7.68 per share. This year, the fund…

A: a. Number of shares purchased = 600 Beginning value = $7.68 Dividend paid = $0.79 per shareCapital…

Q: A pensioner is expecting a lump sum of GHC 200,000 when she goes on pension next year and is…

A: The evaluations of the investment funds and the securities in an important technique of portfolio…

Q: Last year, Melissa purchased a closed-end mutual fund that was trading at $33 and had a NAV of $30.…

A: The holding period of return is calculated with the help of following formula  Holding Period Return…

Q: Roger Inves value of his holdings was $1,700, and he calculated that his investment had grown 3.8%…

A: Growth rate is to be computed by taking the difference between the values in beginning and ending of…

Q: Devon invested $10,500 in three different mutual funds. A fund containing large cap stocks made a…

A: Let x= Amount invested in large cap stock y= Amount invested in real estate fund z= Amount invested…

Q: If there were a 3​% load on this​ fund, what would your rate of return​ be?

A: Annual percentage rate (APR) or rate of return refers to the simple rate of interest which is…

Q: You bought 70 shares of a mutual fund one year ago for $50 per share. The front-end load is 5…

A: Given: Purchase price = $50 Front end load = 5% Dividend per share = $2 Increase in value = 15%

Q: Louis Hall read in the paper that Fidelity Growth Fund has an NAV of $13.94. He called Fidelity and…

A: NET ASSETS VALUE (NAV) Net Asset Value (NAV) of a Mutual Fund (MF) Scheme is the Market Value per…

Q: Tyler invested $20,300 in a mutual fund at 2.8% compounded semi-annually. After 3 years, the…

A: Future value can be calculated usingFV (rate, nper, pmt, [Pv], [type])Rate The interest rateNper…

Q: Last year your friend, who has not taken this investments class, invested $23 thousand into a fund…

A: Initial Investment / (NAV per Share + Front-End Load)Ending Value = Number of Shares * (1 + Rate of…

Q: The Jeffersons want to start investing $600 monthly to achieve their stated short- and long-term…

A: In this question, we are presented with a scenario involving the Jeffersons, who are looking to…

Q: rs ago Clarissa purchased shares in a certain mutual fund at Net Asset Value (NAV) of $65. She…

A: NAV is the smallest unit of a mutual fund in shares traded.NAV is net asset value.The NAV provides…

Q: About a year ago, Eric Robertson bought some shares in the Diamond Mountain Mutual Fund. He bought…

A: The objective of this question is to calculate the rate of return Eric earned on his investment in…

Q: Five years ago, you invested in the Future Investco Mutual Fund by purchasing 1,000 shares of the…

A: Value of investment purchased = Number of shares purchased*Net asset value per share at the time of…

Q: You purchased 1,000 shares of the New Fund at a price of $32 per share at the beginning of the year.…

A: Total number of share=1,000Price per share = $32Front-end load = 2%Expenses ratio = 1%Increase in…

Q: what would be the​ HPR?

A: Holding period return (HPR) is the return which is earned by the company by holding a security for a…

Q: As a wealthy individual investor, you are planning to invest your $2 million in a fund of funds…

A: Fund of funds: It is a pooled fund that invests in other funds.

Q: million. The investor is planning on investing in this mutual fund for 20 years. calculate the…

A: Information Provided: Total assets = $508 million Expense ratio = 1.32% Fund charges (back end fee)…

Q: Solve the problem with complete solution. 8. You invested 20,000 in a financial institution for a…

A: Solution: Invested Amount = 20,000 NAV = 65.00 Units = 20000/65 = 307.69

Q: Siti Khadijah invested RM30 000 in Sudir Mutual Fund and Kajol Mutual Fund.Sudir Mutual is giving a…

A: Weight of Investment: The proportion of an investment portfolio that a given holding or kind of…

Q: Jason Mathews purchased 100 shares of the Hodge & Mattox Energy Fund. Each share cost $14.15.…

A: 1.Amount of Initial Investment = Number of shares * Purchase price per share2.Amount received on…